Dimensional Etf Trust shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $330k | 5.7k | 58.21 |
| 2025-06-30 | $305k | 5.6k | 53.96 |
| 2025-03-31 | $290k | 5.6k | 51.49 |
| 2024-12-31 | $312k | 5.6k | 55.66 |
| 2024-09-30 | $311k | 5.6k | 55.63 |
| 2024-06-30 | $289k | 5.6k | 51.87 |
| 2024-03-31 | $302k | 5.5k | 54.43 |